Latest Institutional Purchases of Spdr Nuveen Bloomberg Short Te (SHM)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17K+ 11.97% |
$815K - $820K
|
159K
$7.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.09KNew |
$339K - $341K
|
7.09K
$340K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.38K+ 42.75% |
$305K - $307K
|
21.3K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.29KNew |
$253K - $255K
|
5.29K
$254K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.19K+ 12.21% |
$201K - $202K
|
38.5K
$1.85M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 59.34% |
$126K - $127K
|
7.09K
$340K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67K+ 0.68% |
$79.7K - $80.2K
|
248K
$11.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.48K+ 44.97% |
$70.8K - $71.2K
|
4.77K
$229K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4KNew |
$67K - $67.4K
|
1.4K
$67.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.15K+ 3.68% |
$55.2K - $55.6K
|
32.5K
$1.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.11K+ 1.56% |
$53.1K - $53.4K
|
72.4K
$3.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 2.83% |
$52K - $52.3K
|
39.4K
$1.89M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
781+ 3.19% |
$37.4K - $37.6K
|
25.2K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
619+ 13.27% |
$29.6K - $29.8K
|
5.29K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
616+ 7.48% |
$29.5K - $29.7K
|
8.85K
$424K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
485+ 1.16% |
$23.2K - $23.3K
|
42.2K
$2.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
427+ 0.23% |
$20.4K - $20.6K
|
188K
$9.01M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
358+ 0.67% |
$17.1K - $17.2K
|
53.6K
$2.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
254+ 1.86% |
$12.2K - $12.2K
|
13.9K
$667K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
201+ 1.04% |
$9.62K - $9.68K
|
19.6K
$939K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
190+ 1.02% |
$9.09K - $9.15K
|
18.9K
$904K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
153+ 0.43% |
$7.32K - $7.37K
|
35.9K
$1.72M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
131+ 0.35% |
$6.27K - $6.31K
|
37.5K
$1.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 0.42% |
$4.07K - $4.09K
|
20.4K
$977K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
76+ 1.72% |
$3.64K - $3.66K
|
4.5K
$216K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
61+ 0.34% |
$2.92K - $2.94K
|
18.1K
$869K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
44+ 0.68% |
$2.11K - $2.12K
|
6.5K
$312K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32+ 0.14% |
$1.53K - $1.54K
|
22.4K
$1.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
21New |
$1.01K - $1.01K
|
21
$1.01K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.01% |
$239 - $241
|
38.4K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4+ 0.01% |
$191 - $193
|
48.4K
$2.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.09% |
$47.9 - $48.1
|
1.16K
$55.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.14% |
$47.9 - $48.1
|
738
$35.4K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.63M+ 8.91% |
$78.1M - $79.2M
|
20M
$958M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
269K+ 6.69% |
$12.8M - $13M
|
4.29M
$206M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
226K+ 15.96% |
$10.8M - $11M
|
1.64M
$78.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145K+ 5.36% |
$6.9M - $7M
|
2.84M
$136M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
111K+ 41.61% |
$5.28M - $5.36M
|
376K
$18M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90.1K+ 5.83% |
$4.31M - $4.37M
|
1.64M
$78.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.6K+ 1.57% |
$3.75M - $3.81M
|
5.09M
$244M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58K+ 163.58% |
$2.77M - $2.81M
|
93.5K
$4.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.1K+ 21.27% |
$2.58M - $2.62M
|
308K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8KNew |
$2.43M - $2.46M
|
50.8K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
47.3KNew |
$2.26M - $2.29M
|
47.3K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.6K+ 5.82% |
$2.08M - $2.11M
|
794K
$38M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.8K+ 206.0% |
$1.23M - $1.25M
|
38.3K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20.7KNew |
$988K - $1M
|
20.7K
$991K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
17.1K+ 13.47% |
$815K - $827K
|
144K
$6.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
16.9K+ 49.79% |
$808K - $820K
|
50.9K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.7KNew |
$748K - $759K
|
15.7K
$751K
|
|